VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 26 filers reported holding VANGUARD STAR FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $17,804,895 | +13.6% | 307,193 | +4.9% | 9.29% | -0.3% |
| Q3 2023 | $15,669,704 | +14.5% | 292,782 | +20.0% | 9.32% | -2.5% |
| Q2 2023 | $13,686,101 | +3.1% | 244,046 | +1.5% | 9.56% | -5.0% |
| Q1 2023 | $13,274,341 | +11.3% | 240,434 | +4.3% | 10.06% | +1.9% |
| Q4 2022 | $11,925,712 | +3.4% | 230,582 | -8.5% | 9.87% | -7.2% |
| Q3 2022 | $11,529,000 | +12.8% | 251,881 | +27.1% | 10.64% | +13.5% |
| Q2 2022 | $10,225,000 | -35.4% | 198,134 | -25.2% | 9.38% | -19.3% |
| Q1 2022 | $15,825,000 | -0.8% | 264,909 | +5.5% | 11.61% | -2.9% |
| Q4 2021 | $15,957,000 | – | 251,013 | – | 11.97% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Louis-Dreyfus Family Office LLC | 733,836 | $37,873,000 | 50.94% |
| OIKOS HOLDINGS LLC | 1,768,636 | $91,279,000 | 30.40% |
| Sageworth Trust Co | 4,856,259 | $250,632,000 | 21.52% |
| SAM Advisors, LLC | 652,744 | $33,659,000 | 16.86% |
| Blooom, Inc. | 179,808 | $9,281,000 | 15.95% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 496,548 | $25,627,000 | 15.81% |
| Mosaic Advisors LLC | 399,256 | $20,606,000 | 15.43% |
| UNIVEST FINANCIAL Corp | 741,908 | $38,290,000 | 12.49% |
| Sunflower Bank, N.A. | 1,163,228 | $60,034,000 | 11.87% |
| Gibson Wealth Advisors LLC | 190,183 | $9,815,000 | 10.94% |